Toronto Dominion Bank’s UBS Group UBS Stock Holding History

Toronto Dominion Bank’s Portfolio UBS Stock Details UBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-25,300	Closed	-$447K	–	1559
2018 Q1	$447K	Buy	+25,300	New	+$481K	﹤0.01%	960

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Toronto Dominion Bank's UBS Position: Q3 2024 in Review

Toronto Dominion Bank sold out of UBS Group (UBS) in Q3 2024, closing a stake of 272,309 shares — an estimated $8.04M sold.

Toronto Dominion Bank first reported a position in UBS in Q1 2018 and held it in 8 quarters. The position peaked at $43.3M in Q4 2023. 549 funds tracked by Wall St. Rank hold UBS as of Q3 2024.

Toronto Dominion Bank reported no remaining UBS Group position as of Q3 2024 after selling out during the quarter.
Toronto Dominion Bank sold 272,309 UBS Group shares in Q3 2024, an estimated $8.04M.
Toronto Dominion Bank first reported a position in UBS Group in Q1 2018 and held it in 8 quarters.
Toronto Dominion Bank's UBS Group position peaked at $43.3M in Q4 2023.
549 funds tracked by Wall St. Rank held UBS Group as of Q3 2024.

Based on Toronto Dominion Bank's 13F filing for Q3 2024, filed 14 Nov 2024.